+551.8%
LITE vs BSX
-58.3%
+610.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +13.6% | -7.0% | +20.6% | +11.5% |
| 30D | +21.6% | -10.9% | +32.5% | +18.2% |
| 3M | +20.3% | -8.2% | +28.5% | +20.8% |
| 6M | +54.4% | -37.5% | +91.8% | +50.0% |
| YTD | +168.3% | -52.8% | +221.2% | +138.6% |
| 1Y | +551.8% | -58.4% | +610.2% | +368.6% |
| All | +551.8% | -58.3% | +610.1% | +368.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BSX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling